Larry has been helping his clients meet their financial planning goals for the past 29 years. He has been licensed in insurance and registered for investments since 1984. He attended the University of Minnesota, School of Business. He became a Certified Financial
Planner™ (CFP®) through the College of Financial Planning in Denver, Colorado in 1989 and a Chartered Financial Consultant (ChFC) through the American College in Bryn Mawr, Pennsylvania in 1995. Larry is an Investment Advisor Representative of Woodbury Financial
Services.

Rob has been in the financial services industry for the past 16 years. He has been licensed for insurance and investments since 1999. He attended the University of Northern Iowa and studied Marketing and Economics. He earned his Certified Financial Planner
(CFP®) designation in 2009 and Chartered Financial Consultant (ChFC) designation in 2010 through the American College in Bryn Mawr, Pennsylvania. Rob is an Investment Advisor Representative of Woodbury Financial Services.

Erik is our newest partner at Valtinson Financial. He went to the University of Minnesota & Augsburg College graduating with a Mass Communications degree in 2004. He has been in the financial services industry since 2005. He aspires to be the strategic
advisor for clients’ financial situations, relieving financial stress in their lives by creating and implementing a plan to protect and maximize their wealth. Erik and his wife, Cathy, have a daughter named Savannah and a son named Cullen. He enjoys
spending time with his family, golfing, playing tennis, playing hockey, and reading. He is also actively involved in the community through charitable work. Erik is an Investment Advisor Representative of Woodbury Financial Services.

Julie has been with Valtinson-Bruner Financial Services for over eight years. She comes from a legal background with an associate's degree in Applied Sciences. As the Account Services Manager, she handles opening and transferring accounts, distributions, as
well as the maintenance of brokerage accounts. Julie and her husband live in New Brighton where they enjoy watching and coaching their children's sporting events.

Debbie Kordiak has been with Valtinson-Bruner Financial Services for over 13 years. As a registered assistant, Debbie handles mutual fund trading, meeting preparation, and processing. She and her husband enjoy being empty-nesters and love spending time with
their kids and grand kids.

Aaron Dally joined Valtinson-Bruner Financial Services in October 2013 after working a number of years in banking and finance. He is the first point-of-contact with the firm. He answers the phones, schedules appointments, handles various client issues, and
does some trading as well. Aaron enjoys living in St. Paul with its wide variety of outdoor activities.

Julie Irving is not registered with Woodbury Financial Services. Woodbury Financial Services does not offer tax or legal advice.

BUSINESS PHILOSOPHY

Valtinson-Bruner Financial Services provides our client with a financial plan to protect their financial security today, grow their financial assets for the future, distribute stable
& reliable income during retirement, and pass on desired legacy assets to their heirs.

As Certified Financial Planners and Investment Advisor Representatives, we have a responsibility to make recommendations that are in your best interest. To do so, we operate as an independent financial planning firm and use a specialized group of the world’s
leading money managers and financially sound insurance companies.

Our mission is to be the financial planning organization that positively impacts and influences the future of our clients, their children, and their grandchildren. Our success will be determined by delivering top-tier performance and service that is unbiased
and in the best interest of our clients.

Neither Woodbury Financial Services, Inc., nor its registered representatives or employees, provide tax or legal advice. As with all matters of a tax or legal nature, you should consult with your tax or legal counsel for advice.

This website contains content and links to third-party resources. Woodbury Financial Services, Inc. or its affiliates do not endorse or accept responsibility of third-party content. This content has not been reviewed by Woodbury Financial Services, Inc., or
its affiliates for completeness or accuracy.